See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,238 | $158,398-92.3% | $126,539-90.3% | $142,382-91.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 45.43% | 593.76%-548.3pp | 425.95%-380.5pp | 217.08%-171.6pp |
| Employer contribution / active EE | $2,440 | $4,650-47.5% | $3,674-33.6% | $4,299-43.2% |
| Participant deferral / active EE | $3,050 | $4,767-36.0% | $4,083-25.3% | $6,507-53.1% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |